Hightower Wealth Management Firm Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family ...
Hightower Signature Wealth
16 jobs near Columbus, OH
Hightower Wealth Management Firm Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family ...
Client Service Associate - Hightower Signature Wealth
Westport, CT · On-site
$85K - $100K/yr
Client Service Associate Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as ...
Client Service Associate - Hightower Signature Wealth
Westport, CT · On-site
$85K - $100K/yr
Client Service Associate Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as ...
Senior Client Service Associate- Hightower Signature Wealth
Chapel Hill, NC · On-site
$12 - $16.50/hr
Client Service Advocate We are a wealth management practice based in North Carolina that guides ... Hightower is an equal opportunity employer and does not discriminate based upon race, color ...
Senior Client Service Associate- Hightower Signature Wealth
Chapel Hill, NC · On-site
$12 - $16.50/hr
Client Service Advocate We are a wealth management practice based in North Carolina that guides ... Hightower is an equal opportunity employer and does not discriminate based upon race, color ...
Client Service and Operations Associate - Hightower Westchester
Harrison, NY · On-site
$85K - $95K/yr
We are a client-centric team that provides a holistic approach to wealth management. We're ... Pet insurance Hightower's Story Founded in 2008, Hightower is a wealth management firm that ...
Client Service and Operations Associate - Hightower Westchester
Harrison, NY · On-site
$85K - $95K/yr
We are a client-centric team that provides a holistic approach to wealth management. We're ... Pet insurance Hightower's Story Founded in 2008, Hightower is a wealth management firm that ...
Trading and Client Operations Associate - Dechtman Wealth Management
Greenwood Village, CO · On-site
$75K - $85K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Trading and Client Operations Associate - Dechtman Wealth Management
Greenwood Village, CO · On-site
$75K - $85K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Senior Client Service Associate- LCK Wealth Management
Manhattan, NY · On-site
$100K - $115K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Senior Client Service Associate- LCK Wealth Management
Manhattan, NY · On-site
$100K - $115K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Client Service Associate- White Pine Wealth Management
Portland, ME · On-site
$100K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Client Service Associate- White Pine Wealth Management
Portland, ME · On-site
$100K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Senior Client Services Associate- Treasury Partners
Manhattan, NY · On-site
$100K - $115K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Senior Client Services Associate- Treasury Partners
Manhattan, NY · On-site
$100K - $115K/yr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Client Service Associate - Argent Wealth Management
Waltham, MA · On-site
$15.75 - $21.50/hr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Client Service Associate - Argent Wealth Management
Waltham, MA · On-site
$15.75 - $21.50/hr
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Pet insurance Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash ...
Pet insurance Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash ...
Client Service Associate- Bel Air Investment Advisors
Los Angeles, CA · On-site
$11K - $120K/mo
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Client Service Associate- Bel Air Investment Advisors
Los Angeles, CA · On-site
$11K - $120K/mo
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Client Service Associate - Schultz Collins
Orinda, CA · On-site
$70K - $80K/yr
Student Loan Assistance Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and ...
Client Service Associate - Schultz Collins
Orinda, CA · On-site
$70K - $80K/yr
Student Loan Assistance Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and ...
Senior Client Service Associate- Bel Air Investment Advisors
Los Angeles, CA · On-site
$11K - $120K/mo
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Senior Client Service Associate- Bel Air Investment Advisors
Los Angeles, CA · On-site
$11K - $120K/mo
Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve ...
Junior Client Service & Relations Associate - Altium Wealth Management
Purchase, NY · On-site
$42K - $53K/yr
Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where ... Hightower is an equal opportunity employer and does not discriminate based upon race, color ...
Junior Client Service & Relations Associate - Altium Wealth Management
Purchase, NY · On-site
$42K - $53K/yr
Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where ... Hightower is an equal opportunity employer and does not discriminate based upon race, color ...
Client Service Associate - Natoma Wealth
Sacramento, CA · On-site
$60K - $75K/yr
Client Service And Operations Associate Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth ...
Client Service Associate - Natoma Wealth
Sacramento, CA · On-site
$60K - $75K/yr
Client Service And Operations Associate Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth ...
Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, NC • On-site
Other
Retirement
Posted 14 days ago
Job description
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The RoleWe are looking for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls. Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time. You will report to the Managing Director.
Part-time position: Monday through Thursday, 8:30 am – 4:00 pm, with a one hour lunch break.
What You'll Do- Office "Well-Being": Greet visitors and answer incoming calls in a timely manner. Ensure office areas are always well-kept and ready for clients. Manage supplies and sort mail.
- Scheduling & Task Coordination: Assist other team members with client and internal team scheduling.
- Events & Marketing : Assist other team members to coordinate logistics for internal events, client meetings, and team offsites. Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.
- Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
- Problem Solving: Utilizes resources and procedures to solve problems effectively.
- Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
- Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
- Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
- Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
- Initiative: Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.